See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $34,849 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,727 | $41,617-21.4% | $84,611-61.3% | $77,787-57.9% |
| Participation rate | 95.9% | 45.0%+50.9pp | 68.2%+27.7pp | 73.2%+22.7pp |
| Annual return | 22.76% | 24.97%-2.2pp | 258.74%-236.0pp | 32.57%-9.8pp |
| Employer contribution / active EE | $962 | $1,061-9.3% | $2,652-63.7% | $2,504-61.6% |
| Participant deferral / active EE | $2,874 | $2,129+35.0% | $3,899-26.3% | $3,967-27.6% |
| Admin fee / account holder | $23 | $121-81.2% | $4,912-99.5% | $100-77.3% |